ScopeJolt | Reporting : Pivot Report for Data Analysis

Reporting

Pivot Report

The pivot report is the main reporting mechanism in ScopeJolt. It allows you to modify columns and aggregates to see the data in real-time as you prefer. You select the columns (e.g., Project, Task) that you want to see, and then select the aggregates (e.g., Actual Hours, Actual Dollars). "Actuals" refer to data entered on a timesheet.

Running the Pivot Report

To run the pivot report, you need to set up a filter. You can run a pivot report without saving the filter.

Name: This is the name of the filter. If you save the filter, this is how you'll find it later.

Date Filters

Period: The time period your data will be aggregated by. The month or weeks will be columns on the report.

Start Date: The start date of the data you want returned. This will automatically change to the start of the period (e.g., 2/15 will change to 2/1 if the month is selected as the period).

End Date: The end date of the data you want returned. This will change to the end of the period.

Layout Filters

Edit Columns: This will pull up a slush bucket interface where you can pick which pieces of data to show in the report. When you move an item to the available column, it will show on the report. The total column allows you to total the data at different levels. Click the box to total at a level. You can only total from the top level down.

Edit Aggregates: This will pull up a slush bucket interface where you pick what data will be summed up in the report.

Actual hours: This is the time entry hours on timesheets.
Actual dollars: This is the time entry multiplied by the rate associated with it.

Filter

Here, you can pick what will show on the report. For example, if you pick department and select "Finance," only time associated with that department will be returned.

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